Course Objectives

Equity derivatives are based on equities (stocks) and equity indices. The pricing and performance are closely linked to these underlying cash instruments.

This course is designed to familiarise participants with the structures of each of the widely used equity derivative products. We will begin with an overview of the building blocks of the more complex equity derivative instruments: the underlying equities instruments and the derivative contracts.

We examine the risk/return characteristics of the products and also the pricing, trading and hedging strategies of the various equity derivative contracts. The course will then proceed to a range of equity derivative contracts to include: equity options and equity index options, equity futures and equity index futures, and equity swaps and equity index swaps.

The course will be interactive and highly practical. The focus of the course is that you learn exactly how to use them in practice. This is the only equity derivatives course you'll need.

Candidates can choose to enrol on any of the available class formats - Daytime Release, Weekend or Evening Series.

Hand-on Practical Workshops

Participants will complete series of real-world exercises in pairs on Bloomberg trading platform in a stimulating learning environment.

Participants will become acquainted with the equity derivatives market and instruments through the use of real-world case studies and detailed worked examples.

Prerequisite Knowledge

No Prerequisite Required.

Benefits and Career Impact

Through a series of lectures, exercises and case studies, you gained a much broader understanding of the structure, pricing, trading and hedging strategies of both the underlying cash instrument and equity derivatives products.

On completion of this course, you will have the practical skills and a superior working knowledge you’ll need for a successful career in both cash and equity derivatives markets of the financial industry. Participants also receive a certificate as recognition of professional competence on completing the training programme.

Real-life work exercises and computer simulation will be used to consolidate knowledge gained throughout the training course. Participants also receive a certificate on completing the training programme.

Career Services and Support

Our commitment to your career success goes beyond receiving Certificate of Completion after the 10-module training course. Whether you are looking for a new career direction or to gain a competitive advantage in your chosen field, we will work with you to make sure you achieve your career goals.

Bonus Package

Who is this course for?

This course is ideal for anyone who wants a solid understanding of the tools and concepts behind equity derivatives transactions in financial institutions.

No prior knowledge of derivative products is assumed, however, a basic knowledge of how the financial markets work and the equity markets or attendance on the Introduction to Equity Markets course is recommended.

Recent participants have come from a wide range of job functions and financial sectors including: